SBI Equity Minimum Variance Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹202 Cr ₹755 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 02 Mar 2019 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI BSE 500
Turn Over 37% 72%
Expense Ratio 0.74 2.4
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200KA1A48 INF209KB1T46
Exits Load Exit load of 0.5% if redeemed within 15 days./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month 1.68% 1.75%
6 Month 14.11% 20.45%
1 Year 36.55% 44.02%
3 Year 18.47% 18.29%
5 Year 21.6% -

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 13.14% 17.49%
3 Year 35.05% 37.16%
5 Year 68.23% 47.11%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 20.8% 17.85%
3 Year 50.96% 46.18%
5 Year 70.87% 50.78%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 11.9% 13.56%
Sharp 1.05% 0.85%
Beta 0.89% 1%
Alpha 3.35% -0.29%

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Fund Managers

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 7.5 4.78
Large Cap 91.39 54.41
Mid Cap 1.11 17.96
Small Cap - 22.87

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 0.21 2.16
Energy 5.22 2.15
Technology 10.8 9.59
Construction 0.98 3.99
Metals & Mining 3.39 3.85
Materials 4.63 4.89
Consumer Staples 28.94 5.34
Financial 9.1 24.04
Healthcare 22.43 8.8
Automobile 6.54 9.34
Insurance 1.8 1.3
Consumer Discretionary 0.86 3.11
Communication 2.93 7.22
Services 2.17 7.94
Chemicals - 2.77
Capital Goods - 2.67
Textiles - 0.86

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